Order Import Mapping

Table Of Contents

Creating a CSV File

To create a CSV file for importing data into Khaos Control Cloud you will need software capable of making a spreadsheet, such as Microsoft Excel or Google Sheets.

Open up the software you are using and create a new document.
In the first row you will need to enter a title for each column, so you know what data is included in the column when it comes to importing it into Khaos Control Cloud.
Microsoft Excel

Google Sheets
Now fill in each column with the matching data for each product, with each product on a new row.
Microsoft Excel

Google Sheets
Once you have entered all of the product information you will need to save the spreadsheet as a "Comma-separated Value (CSV)" file.

In Microsoft Excel you do this by clicking "File", then "Save As", then "Browse", then under "Save as type" select "CSV (Comma delimited) (*.csv)":

You can then browse and select the location to save the file, as well as give the file a name via the "File name" field, then click the "Save" button.
In Google Sheets you do this by clicking "File", then "Download", then "Comma-separated values (.csv)":

Your browser will then download the file to your default download location.

Testing your Import

Once you have CSV file setup and are ready to import your product data into Khaos Control Cloud, it is recommended that you first test this using your "Demo" Khaos Control Cloud system.

This way you can make sure that all of the required data is in the correct place, and that the import works correctly.

Import Mappings

Required Fields

Fields that are marked as "Required" must be included in the import or it will fail.

If you need to run an import more than once then all "Required" fields MUST be completed for each import.

Title	Field Name	Description	Required
Agent	Agent	The name of an Agent to associate with the order as defined in [ System Data \| Agents ].	NO
AssociatedRef	AssociatedRef	Your order code.	YES
Brand	Brand	Used if you want to specify a Brand for the order - the brand has to match with an existing entry in System Data by name.	NO
CalcMethod	CalcMethod	Auto; Net; Gross. Determines how a sales order line is calculated in terms of its Tax and Rounding.	NO
Courier	Courier	Used if you want to specify a Courier Service for the order - the courier service has to match with an existing entry in System Data. Note: rules within Khaos Control may override this selection.	NO
CourierGroup	CourierGroup		NO
Currency	Currency		NO
CompanyClass	Customer_CompanyClass	The classification of the customer (needs to match an existing company class as defined in System Data).	YES
CompanyName	Customer_CompanyName	Company name can be the name of a business or the name of an indidual, if the customer is a person. In the latter case, the system will auto-create a company name based on the invoice forename and surname.	NO
CompanyType	Customer_CompanyType		NO
CreateNew	Customer_CreateNew	IfNoMatch; Always; Never; Determines whether or not a new customer record is created.	YES
Currency	Customer_Currency		YES
MailingStatus	Customer_MailingStatus	The data protection level of the individual contact. Use the values you have specified in [ System Data \| Data Protection ]. An example of such a value would be, "Our use and any 3rd parties".	NO
OtherRef	Customer_OtherRef	A reference field that can contain another identifier.	NO
SourceCode	Customer_SourceCode		NO
TaxExempt	Customer_TaxExempt		NO
TaxReference	Customer_TaxReference	A tax reference for the customer.	NO
URN	Customer_URN	Customer URN (unique reference number) to match the order to.	NO
Country	DelAddr_Country		YES
County	DelAddr_County	Delivery address county.	NO
Email	DelAddr_Email		NO
Fax	DelAddr_Fax		NO
Line1	DelAddr_Line1	Delivery address line 1.	YES
Line2	DelAddr_Line2	Delivery address line 2.	NO
Line3	DelAddr_Line3	Delivery address line 3.	NO
Organisation	DelAddr_Organisation		NO
Postcode	DelAddr_Postcode	Delivery address post code.	NO
Telephone	DelAddr_Telephone		NO
Town	DelAddr_Town	Delivery address town.	YES
Email	DelContact_Email	Delivery contact's email address.	NO
Forename	DelContact_Forename	Delivery contact's forename.	NO
FullName	DelContact_FullName	Title, forename and surname as one value. This should be used instead of Forename/Surname in conjunction with.	NO
Mobile	DelContact_Mobile	Delivery contact's mobile telephone number.	NO
Surname	DelContact_Surname	Delivery contact's surname.	NO
Telephone	DelContact_Telephone	Delivery contact's office telephone number.	NO
Title	DelContact_Title	Delivery contact's title (Mr, Mrs, etc). Does not have to match predefined values.	NO
DeliveryCharge	DeliveryCharge		NO
DeliveryDate	DeliveryDate	Which date the order should be delivered on. Note: Khaos Control may recalculate this based on rules.	NO
DeliveryTaxable	DeliveryTaxable		NO
DeliveryTaxAmount	DeliveryTaxAmount		NO
DiscountCodes	DiscountCodes		NO
GrossTotal	GrossTotal		NO
ContactList	InvAddr_ContactList		NO
Country	InvAddr_Country		YES
County	InvAddr_County	Invoice address county.	NO
Email	InvAddr_Email		NO
Fax	InvAddr_Fax		NO
Inactive	InvAddr_Inactive		NO
Line1	InvAddr_Line1	Invoice address line 1.	YES
Line2	InvAddr_Line2	Invoice address line 2.	NO
Line3	InvAddr_Line3	Invoice address line 3.	NO
Organisation	InvAddr_Organisation		NO
Postcode	InvAddr_Postcode	Invoice address post code.	NO
ShowCompanyName	InvAddr_ShowCompanyName		NO
Telephone	InvAddr_Telephone		NO
Town	InvAddr_Town	Invoice address town.	YES
Email	InvContact_Email	Invoice contact's email address.	NO
Forename	InvContact_Forename	Invoice contact's forename.	NO
FullName	InvContact_FullName	Title, forename and surname as one value. This should be used instead of Forename/Surname in conjunction with.	NO
Mobile	InvContact_Mobile	Invoice contact's mobile telephone number.	NO
Surname	InvContact_Surname	Invoice contact's surname.	NO
Telephone	InvContact_Telephone	Invoice contact's office telephone number.	NO
Title	InvContact_Title	Invoice contact's title (Mr, Mrs, etc). Does not have to match predefined values.	NO
InvoiceNote	InvoiceNote	The Invoice Note found on a sales order.	NO
InvoicePriority	InvoicePriority	Used if you want to specify a Invoice Priority for the order - the invoice priority has to match with an existing entry in System Data.	NO
ExtendedDescription	Item_ExtendedDescription	Additional lines of description for the order item; for example, additional instructions/requests, or a gift message.	NO
PercentDiscount	Item_PercentDiscount	Percentage discount to apply to the line.	NO
PostponeAssignment	Item_PostponeAssignment	If true, the stock is not automatically assigned to the item.	NO
Quantity	Item_Quantity	Order line Quantity.	YES
SKU	Item_SKU	Stock item reference.	YES
StockDescription	Item_StockDescription		NO
UnitPrice	Item_UnitPrice		NO
ValueDiscount	Item_ValueDiscount	The discount value applied to an item.	NO
Keycode	Keycode		NO
OrderDate	OrderDate	Date the order was placed.	YES
OrderNote	OrderNote	The Picking List Note found on a sales order.	NO
Amount	Payment_Amount	The amount of the payment; this will be assumed based on Khaos Control settings if ommited.	YES
BACS	Payment_BACS		NO
BankAccount	Payment_BankAccount	Which bank account name to record this payment against, as defined in [ System Data \| Bank Accounts ].	NO
Card	Payment_Card		NO
Cash	Payment_Cash		NO
Cheque	Payment_Cheque		NO
Kind	Payment_Kind		NO
SecurityComment	Payment_SecurityComment		NO
PONumber	PONumber	Customer's PO (Purchase Order) reference. Usually relevant for business customers paying on account.	NO
RemainderOnAccount	RemainderOnAccount		NO
RequiredDate	RequiredDate		NO
SalesSource	SalesSource	The source of the order as defined in [ System Data \| Sales Sources ].	NO
Site	Site	The Name of the site the order should go against as defined in [ System Data \| Sites ].	YES
SOrderCode	SOrderCode		NO
SOrderID	SOrderID		NO
SOrderType	SOrderType		NO
ValueDiscount	ValueDiscount		NO
Website	Website		NO

Order Import Mapping

Creating a CSV File

Testing your Import

Import Mappings

Required Fields

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